Articles by Bill Hortz
- Ideas and Innovation for Financial Advisors - Advisorpedia
Applying AI to the Investment Research Process
To understand how portfolio managers and advisors can profit from this powerful combination of market intelligence research and AI optimization.
- Ideas and Innovation for Financial Advisors - Advisorpedia
A Professional Development System Solving Major Challenges for Asset and Wealth Managers
Asset and wealth managers are operating in one of the most demanding environments the financial industry has faced in decades.
- Ideas and Innovation for Financial Advisors - Advisorpedia
AI Is Only as Smart as Your Data: The Governance Gap Advisors Can’t Ignore
This supports the idea that advanced modern technology like AI, in its application to our industry, is only as good as the data behind it.
- Ideas and Innovation for Financial Advisors - Advisorpedia
Capturing Versus Predicting Crypto Price Trends
To better understand how his research platform was designed to validate and capture price trends on the growing number of crypto ETFs.
- Ideas and Innovation for Financial Advisors - Advisorpedia
Investing in the Pivotal $900 Billion Compliance Carbon Market
To delve into the compliance carbon markets and the unique investment opportunities they offer investors today, we were introduced to Luke Oliver #ESG
- Ideas and Innovation for Financial Advisors - Advisorpedia
Key Insights From the 2026 T3 Conference
Below are my five top key insights and highlights that emerged at this year’s T3 conference.
- Ideas and Innovation for Financial Advisors - Advisorpedia
Cybersecurity Threats and Best Defenses for Financial Firms
Protecting your firm and client data is not just an IT problem but also a business continuity, regulatory, and reputational risk.
- Ideas and Innovation for Financial Advisors - Advisorpedia
How AI Will Fill the Advisor Retirement Gap
Artificial intelligence emerges not as a replacement for human expertise, but as a powerful tool to multiply advisors’ capabilities.
- Ideas and Innovation for Financial Advisors - Advisorpedia
The FinTech Accelerator Journey
Study of the structure, workings, and benefits provided by FinTech Accelerators, as shared by startup entrepreneurs who have undergone the process.
- Ideas and Innovation for Financial Advisors - Advisorpedia
Innovating Smarter Employer Group Health Plans
How to transform a well-established financial industry business model like group health insurance, we reached out to new Institute Founding Member.
- Ideas and Innovation for Financial Advisors - Advisorpedia
Tax-Managed Investing – Pursuing Optimal Outcomes for Taxable Assets
Maximizing after-tax returns by combining superior stock selection with rigorous and active tax management
- Ideas and Innovation for Financial Advisors - Advisorpedia
Rethinking Risk in Retirement Portfolios
An active search for alternatives to traditional fixed-income investments for income and diversification hedging was triggered by the poor performance